Senior Accountant

About the role

The Senior Accountant at Relation Insurance is responsible for maintaining a complete and accurate general ledger, preparing and recording accounting transactions, and ensuring the integrity of account information. This role also involves assisting in month-end close activities, preparing special projects, and resolving discrepancies.

Responsibilities

• Prepares and records asset, liability, revenue, and expense entries by compiling and analyzing account information.
• Reconciles monthly bank account and balance sheets for all assigned business units.
• Analyzes revenues, commissions, and expenses to ensure they are recorded appropriately on a monthly basis.
• Maintains general ledger by transferring subsidiary accounts; preparing a trial balance; reconciling entries.
• Communicates and assists in resolution of discrepancies from sub ledger reconciliations.
• Participates in month-end close activities including the preparation and review of journal entries for assigned business units.
• Aids management with special projects, requests for financial information from business unit leaders, and ad hoc reporting.
• Prepares schedules for year-end audit for independent external auditors.
• Researches issues, clarifies information, and prepares supporting data.
• Coordinates more complex accounting projects and initiatives with other members of the accounting and finance team or with other departments.
• Develops and documents business processes and accounting policies to maintain and strengthen internal controls.
• Protects organization's value by keeping information confidential.
• Posts payments to customer accounts.
• Reviews, reconciles, and processes "account current" payments to carriers.
• Processes returned checks and refunds.
• Communicates with carriers to resolve outstanding and delinquent items.
• Maintains bill commission posting and resolves direct bill balancing issues and problems.
• Performs other projects, duties, and tasks, as assigned.

Requirements

• 5+ years finance and accounting experience.
• Bachelor's degree in Accounting, Finance, Economics, Business, or Statistics preferred.
• Agency Insurance knowledge a plus.
• Advanced knowledge of Microsoft applications, especially Word and Excel.
• Must have advanced knowledge of computerized accounting systems.
• Excellent interpersonal skills; strong oral and written communication.
• Thorough knowledge of basic accounting procedures and principles.
• Familiarity with analyzing, preparing, and reconciling financial statements and analytical variances.
• Excellent problem-solving, relationship management, and critical thinking skills, and the ability to prioritize multiple projects, meetings, and deadlines.
• Willingness to adhere to all principles of confidentiality.
• Willingness to assist internal and external customers with any concerns.
• Ability to work independently and on a team.

Qualifications

• Advanced knowledge of computerized accounting systems.
• Excellent interpersonal skills; strong oral and written communication.
• Thorough knowledge of basic accounting procedures and principles.
• Familiarity with analyzing, preparing, and reconciling financial statements and analytical variances.
• Excellent problem-solving, relationship management, and critical thinking skills, and the ability to prioritize multiple projects, meetings, and deadlines.
• Willingness to adhere to all principles of confidentiality.
• Willingness to assist internal and external customers with any concerns.
• Ability to work independently and on a team.

Skills

• Advanced knowledge of computerized accounting systems.
• Excellent interpersonal skills; strong oral and written communication.
• Thorough knowledge of basic accounting procedures and principles.
• Familiarity with analyzing, preparing, and reconciling financial statements and analytical variances.
• Excellent problem-solving, relationship management, and critical thinking skills, and the ability to prioritize multiple projects, meetings, and deadlines.
• Willingness to adhere to all principles of confidentiality.
• Willingness to assist internal and external customers with any concerns.
• Ability to work independently and on a team.

Benefits

Relation Insurance Inc. offers a competitive salary, a safe and healthy work environment, and a comprehensive benefits package including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays, and more. Career advancement and development opportunities are also available.

Pay

$0.00 - $0.00

Schedule

N/A